Matthew Lux is a registered investment advisor at Asset Management Strategies, INC., based in Indianapolis, IN, with 18 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 2,038 clients with $210M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1M+ | 1.00% |
Fees may be negotiable. Current client relationships may exist where the fees are lower than the fee schedule above. In certain circumstances, client’s fees may be charged as a flat amount or per hour for specific services.
Fee Estimator
Location
450 E. 96th Street, Suite 500, Indianapolis, IN, 46240
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Matthew owns residential rental properties. This activity is not investment-related.
Employment History
Current Registrations
Asset Management Strategies, INC.
Previous Registrations
The Mutual Fund Store
The Mutual Fund Store
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.